Rebecca helps clients clarify their life goals and builds strategies to achieve them. For 10 years prior to joining RBC Wealth Management in 2018, Rebecca advised high-net-worth individuals and families in complex charitable investments, most recently as the director of partner engagement at Social Venture Partners (SVP), where she helped individuals align their philanthropic interests, values and desired legacy with their giving.
Rebecca received her MBA with a concentration in finance from the Ross School of Business at the University of Michigan, and earned a Bachelor of Arts from the University of Washington. She also attained the Certified Private Wealth Advisor® designation through a program sponsored by Yale School of Management and Investments & Wealth Institute®. She has passed the Series 7 and 66 exams and holds her Washington insurance licenses.
A native of Ohio and a proud Pacific Northwest transplant, Rebecca wooed nearly her entire extended family to join her around Puget Sound. Her husband, Gabe, and their young daughters enjoy hiking, camping, biking and running, and are particularly fond of the beauty found in the mountains and valleys around Cle Elum, Washington.